SUNDARAM MEDIUM DURATION FUND Regular Plan vs Axis Strategic Bond Fund compare
Axis Strategic Bond Fund - Regular Plan - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Fund | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹1981 Cr | ₹44 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 28 Mar 2012 | 18 Dec 1997 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | Nifty Medium Duration Debt Index A-III |
Turn Over | 20% | 78% |
Expense Ratio | 1.16 | 2.19 |
Manager | Devang Shah | Dwijendra Srivastava |
ISIN Code | INF846K01BP2 | INF903J01FQ2 |
Exits Load | Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Month | 1.84% | 1.79% |
6 Month | 5.21% | 4.35% |
1 Year | 10.2% | 8.35% |
3 Year | 7.65% | 5.45% |
5 Year | 7.17% | 4.55% |
SIP Return Analysis
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 3.12% | 2.82% |
1 Year | 10.51% | 8.77% |
3 Year | 8.73% | 6.73% |
5 Year | 7.51% | 5.14% |
Rolling Lumpsum Returns
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 7.47% | 6.57% |
3 Year | 7.81% | 6.49% |
5 Year | 7.98% | 6.63% |
Risk Management
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.313% | 1.81% |
Sharp | 0.198% | -1.215% |
Beta | 1.108% | 1.575% |
Alpha | 0.308% | -1.945% |
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Fund Managers
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Name | Devang Shah | Dwijendra Srivastava |
Total AUM | ₹60014 Cr | ₹14140 Cr |
Funds Managed | 15 | 14 |
Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
Scheme Name |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 99.59 | 100 |
Financial Services | 0.41 | - |
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